I see clues, but no direct messages. T-Mobile is mentioned once, IoT is mentioned once, nothing on cellular connectivity or 5G. Azure and the Cloud were discussed a lot and huge revenues there. End result is chances are good that T-Mobile was mentioned but connectivity and 5G weren't due to the FCC Quiet Period still in effect due to Auctions 108 and 110:
Search for "T-Mobile" and "Microsoft" for clues, NOTE THE CONNECTIONS TO 5G and NB-IoT